PMS · Equity · Multi Cap
Concept Investwell - Elegant
Fund size₹1 Cr
IRRSince inception1.26%
1Y return-15.17%
Fund age2 yrs 4 mo
Fund Manager
Growth of₹Cr
Concept Investwell Elegant
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Concept Investwell Elegant | −17.59% | −15.17% | −6.97% | — | — | 1.26% |
| Nifty 500 | −13.88% | −3.12% | 1.32% | — | — | 9.53% |
| Excess over benchmark | −3.71% | −12.05% | −8.29% | — | — | −8.27% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Mar 2026.
Risk : What you take on to earn the return
Volatility
14.93%
Benchmark approx 13.81%
A standard deviation reflecting historical swings.
Sensitivity
0.93
Beta vs benchmark 1.00 · 7% less reactive
How strongly the scheme moves with the index.
Risk-reward
−1.49
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −21.83%. It has not yet recovered.
Max drawdowns
−21.83%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −21.83% | – | – | – |
| Benchmark | 01 Apr 2025 | 30 Mar 2026 | −14.69% | 363 days | – | – |
Scheme
Peak–
Trough–
Depth−21.83%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak01 Apr 2025
Trough30 Mar 2026
Depth−14.69%
Fell over363 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Mar 2026
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
30.70
P/B ratio
3.33
Dividend yield
1.42%
Avg market cap
₹4.21 L Cr
Median market cap
₹89,376 Cr
Asset class
Equity
Market cap
Large cap52.00%
Mid cap12.00%
Small cap21.50%
Cash & others14.50%
As on 31 Mar 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.25% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.